Filed March 14, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $35,582 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES LLC Service code 27 717 17TH ST STE 1300 · DENVER, CO 802023304 | Advisory (Plan) | $13,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,613 | $109,359+3.9% | $162,163-29.9% | $72,985+55.7% |
| Participation rate | 98.9% | 84.3%+14.6pp | 87.6%+11.3pp | 69.5%+29.4pp |
| Annual return | 20.53% | 25.46%-4.9pp | 115.59%-95.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $7,345 | $3,907+88.0% | $5,614+30.8% | $2,440+201.0% |
| Participant deferral / active EE | $4,642 | $5,481-15.3% | $7,298-36.4% | $3,607+28.7% |
| Admin fee / account holder | $369 | $7,972-95.4% | $10,843-96.6% | $5,124-92.8% |